Webinar: 5 Strategies for Streamlining Reconciliations in Excel

Posted on by GoingConcern
excel reconciliations

Hey there, accounting brethren. If you’ve emerged from your version of busy season unscathed and would like to squeeze in a little personal development, we recommend this free on demand webinar from our friends at FloQast: “5 Strategies for Streamlining Reconciliations in Excel.”

It’s amazing how much time is wasted within accounting teams due to lack of standardized process, documentation, and reviews. Get your act together, help your team become more efficient, and get home in time for dinner with these five, simple strategies from FloQast co-founder and CEO, Mike Whitmire:

  • Assessing the trial balance for completeness
  • Standardizing templates with documentation
  • Organizing documentation in a logical manner
  • Tying out the trial balance consistently
  • Centralizing reviews
  • And much more!

Who doesn’t need more Excel skills, amirite? The webinar is available any time and is free.

And, while you’re at it, check out these additional resources from FloQast:

Image: iStock/200degrees

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Croyle embezzled around $18,000 from St. Francis Sharing and Caring Inc. from 2005 to 2008. We figure he Either came to the conclusion that doing the Good Lord’s work was incredibly overrated or that he just plain needed the money. Seriously though, $18k? Did he really want a slightly used Honda Civic or something?


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Part of Croyle’s duties at St. Francis was to determine eligible individuals, so he created C&A Management Services. Magically this company was “eligible” and then he requested checks payable to the company. Eventually someone found this a little fishy and hired Wessel & Co. a local accounting firm who discovered the embezzlement.

Somewhere God is shaking his head and somewhere else entirely, Sue Sachdeva is thinking, “Was this guy even trying?”

Police: pastor swindled nonprofit [Daily American]

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Rep. Joe Barton (R-TX) – who probably isn’t in any danger of losing reelection – appears to be pandering to key fanatical college football voter bloc.

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Tax cuts and estate tax policy being ignored and these ‘troubling claims’ are you are bringing to the IRS’s attention? We’re all for a playoff in college football and we understand that tax policy can make your head hurt sometimes but but FOR THE LOVE OF GOD this is what some people in DC are doing:

The letter was signed by Texas Republican Joe Barton, who has sponsored legislation aimed at forcing college football to switch to a playoff system to determine its national champion; Wyoming Republican Cynthia Lummis, a co-sponsor of Barton’s bill; Texas Democrat Gene Green, who has co-sponsored a resolution calling for a playoff system and for a Justice Department investigation; and Utah Republican Jason Chaffetz, a former BYU kicker.

Lawmakers urge review of bowl game tax complaint [AP]
Earlier:
Anti-BCS Group Sics IRS on Bowl Games Over Tax-Exempt Status